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Caterpillar

CAT

Market cap $368B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	HHGA 1976 Halbert Hargrove Global Advisors Long Beach, California	$238K	-$2.9K	-12	-1%
1977	DLG 1977 Daniel L. Goodwin	$238K	–	–	–
1978	GFP 1978 Gryphon Financial Partners Columbus, Ohio	$237K	+$3.38K	+14	+1%
1979	JC 1979 JB Capital Wethersfield, Connecticut	$237K	-$1.69K	-7	-0.7%
1980	CWA 1980 Centennial Wealth Advisory Traverse City, Michigan	$237K	-$134K	-555	-35%
1981	GSAM 1981 Grant Street Asset Management Canonsburg, Pennsylvania	$237K	–	–	–
1982	AGA 1982 Accuvest Global Advisors Provo, Utah	$236K	-$249K	-1,030	-50%
1983	FA 1983 FDx Advisors Chicago, Illinois	$236K	–	–	–
1984	CBFP 1984 Cedar Brook Financial Partners Cleveland, Ohio	$235K	-$725	-3	-0.3%
1985	BFG 1985 Beacon Financial Group Dallas, Texas	$234K	-$12.1K	-50	-4%
1986	MPW 1986 Monterey Private Wealth Monterey, California	$233K	-$54.4K	-225	-18%
1987	CB 1987 Cadence Bank Tupelo, Mississippi	$233K	-$841K	-3,477	-77%
1988	AP 1988 Americana Partners Houston, Texas	$233K	+$246K	+1,016	New
1989	SL 1989 Salomon & Ludwin Richmond, Virginia	$232K	+$484	+2	+0.2%
1990	HCM 1990 Hollencrest Capital Management Newport Beach, California	$232K	–	–	–
1991	ST 1991 Sabal Trust St. Petersburg, Florida	$231K	-$288K	-1,190	-54%
1992	DWA 1992 Delos Wealth Advisors Dallas, Texas	$231K	-$1.2M	-4,959	-83%
1993	CAM 1993 Concorde Asset Management Ann Arbor, Michigan	$231K	+$1.21K	+5	+0.5%
1994	EM 1994 Excalibur Management Waltham, Massachusetts	$230K	–	–	–
1995	LSPW 1995 Lake Street Private Wealth Chicago, Illinois	$230K	-$23.9K	-99	-9%
1996	FPB 1996 First PREMIER Bank Sioux Falls, South Dakota	$230K	+$11.6K	+48	+5%
1997	NAM 1997 NTV Asset Management Charleston, West Virginia	$230K	–	–	–
1998	MRCM 1998 M&R Capital Management Summit, New Jersey	$230K	–	–	–
1999	WCM 1999 Wedge Capital Management Charlotte, North Carolina	$230K	+$9.91K	+41	+4%
2000	HWM 2000 HFR Wealth Management Niskayuna, New York	$229K	-$23.2K	-96	-9%

Caterpillar CAT Market cap $368B

Caterpillar

CAT

Market cap $368B